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Who holds LVHI

LEGG MASON ETF INVT · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
LPL Financial LLC12.7M$514.6M0.1%
MORGAN STANLEY5.1M$206.2M0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4.6M$187.7M0.1%
BANK OF AMERICA CORP /DE/4.5M$181.5M0.0%
RAYMOND JAMES FINANCIAL INC2.8M$115.1M0.0%
WELLS FARGO & COMPANY/MN2.5M$103.2M0.0%
AMERIPRISE FINANCIAL INC2.3M$92.9M0.0%
ENVESTNET ASSET MANAGEMENT INC2.2M$88.2M0.0%
JONES FINANCIAL COMPANIES LLLP2.1M$83.4M0.0%
Cetera Investment Advisers1.7M$69.6M0.1%
UBS Group AG1.7M$68.7M0.0%
OSAIC HOLDINGS, INC.1.6M$65.0M0.1%
GREAT VALLEY ADVISOR GROUP, INC.1.6M$63.5M1.0%
STIFEL FINANCIAL CORP1.5M$62.0M0.1%
ROYAL BANK OF CANADA1.3M$53.5M0.0%
COMMONWEALTH EQUITY SERVICES, LLC1.3M$52.0M0.1%
ASSETMARK, INC1.2M$50.2M0.1%
Kestra Advisory Services, LLC1.2M$48.8M0.2%
Private Advisor Group, LLC907.7K$36.8M0.2%
Equitable Holdings, Inc.792.7K$32.2M0.2%
Csenge Advisory Group788.6K$32.0M1.3%
Insight Wealth Strategies, LLC679.2K$27.4M2.7%
Cambridge Investment Research Advisors, Inc.667.6K$27.1M0.1%
Pinnacle Financial Partners, Inc.654.0K$26.5M0.2%
MOR Wealth Management, LLC531.0K$21.6M8.6%
MML INVESTORS SERVICES, LLC528.4K$21.4M0.0%
Janney Montgomery Scott LLC522.2K$21.2M0.0%
Frontier Asset Management, LLC514.2K$20.9M3.7%
Planning Strategies Inc.429.9K$17.9M10.6%
Howard Capital Management, LLC438.7K$17.8M0.2%
SK Wealth Management, LLC407.0K$17.5M3.9%
Curran Financial Partners, LLC408.8K$16.6M2.5%
Compass Wealth Management, LLC/GA360.2K$14.6M5.8%
Keudell/Morrison Wealth Management333.3K$13.5M2.6%
Cedar Mountain Advisors, LLC330.0K$13.4M2.3%
FSA WEALTH PARTNERS, INC.324.7K$13.2M3.3%
SIERRA OCEAN, LLC278.6K$11.3M7.8%
Seros Financial, LLC275.1K$11.2M5.8%
JPMORGAN CHASE & CO272.8K$11.1M0.0%
SHP Wealth Management248.0K$10.1M0.7%
Concurrent Investment Advisors, LLC247.8K$10.1M0.1%
VestGen Advisors, LLC244.8K$9.9M0.3%
Benchmark Financial Wealth Advisors, LLC243.5K$9.9M2.4%
McKinney Capital Management, LLC227.6K$9.2M3.6%
Forefront Wealth Partners, LLC220.5K$8.9M2.8%
Sanctuary Advisors, LLC217.1K$8.8M0.0%
BFSG, LLC216.7K$8.8M0.8%
World Investment Advisors208.5K$8.5M0.1%
Atria Investments, Inc203.4K$8.3M0.1%
Integrated Wealth Concepts LLC201.9K$8.2M0.1%
Piedmont Capital Management, LLC/NC191.4K$7.8M4.7%
Federation des caisses Desjardins du Quebec189.3K$7.7M0.0%
PRINCIPAL SECURITIES, INC.189.2K$7.7M0.1%
Laurel Wealth Planning LLC188.7K$7.7M3.4%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC182.6K$7.5M0.0%
Montis Financial, LLC185.4K$7.5M1.5%
OPPENHEIMER & CO INC183.5K$7.4M0.1%
FOUNDERS FINANCIAL SECURITIES LLC182.4K$7.4M0.4%
Horizon Investments, LLC181.9K$7.4M0.1%
Centennial Wealth Advisory LLC174.1K$7.1M1.5%
Top Fund Holdings
13F
Top Fund Holdings

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